#50 Mason Clinger & Bret Jensen - Why Core Values and Knowing Your Numbers are Game Changers Part 1
Idaho Business Podcast
Learn about some of the mistakes made by real business owners, how to avoid them, and why core values should be the basis for your business and business decisions with Mason Clinger and Bret Jensen, two of the owners of Idaho Fire and Flood.
Marketplace Roundtable #14: The Insiders' Edge With Bret Jensen
Bret Jensen (aka The Insiders Forum) sits down with SA's Jonathan Liss to discuss his unique approach to investing. Particularly when company insiders are buying up their own shares en masse, Jensen starts to dig deeper, developing a thesis for the stock. It's a strategy that has routinely delivered out-sized returns over the years, as demonstrated by the strong performance of his SA Marketplace service, The Insiders Forum. Learn more about your ad choices. Visit megaphone.fm/adchoices
146 Bret Jensen - Upcoming Catalysts For Biotech (PLUS: 2 Small Cap Picks)
INVESTOR IN THE FAMILY Radio
Biotech update from Bret Jensen. http://investorinthefamily.com/ Outperforming market in 2017 after 18 month bear Big uptick in M&A in Jan 3 big deals Feb and Mar have been fairly flat Lots of resistance technically Need an uptick in MA or earnings to break through Expect the uptick to happen in MA Watch Trump’s actions and not words Has appointed 2 free market minded people (FDA, Proposed to double fees for drug approval Watching repeal and replace of ACA Needs to happen before tax and regulatory reform Expect the repeal to happen by April or May Ocular Therapeutix (OCUL) Trigger event in July, new product for cataract surgery Insider buying Omerisk (OMER) OMS721 Priced at just over $10 w PTs in the $30 Next trigger event in few years
139 Bret Jensen - How I'm Positioning My Portfolio For 2017
INVESTOR IN THE FAMILY Radio
Bret Jensen is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, two of the questions I asked Bret what his "State of the Markets" address to DIY investor would be and how is he positioning himself for 2017. Below is an excerpt from the interview and a summary of his response. Bret's "State of the Markets" and positioning for 2017... Expects 2017 to be a lot like 2016 with lots of unknowns in the world. China and the new administration are both bit question marks. Biotech and Pharma gains are sustainable as they exit a bear market. The market is fairly to slightly overvalued, domestic small caps should do well. Infrastructure and yield stocks are overvalued. More... This is just a small excerpt of what's covered in the interview. The interview is full of detailed tips on Bret's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017. Enjoy the full interview with Bret and other top investors on Seeking Alpha. Registration for the summit is now open and free for a limited time. Don't like audio/video interviews? If you prefer to read content as opposed to watch and listen, detailed summary sheets have been created for every interview as an optional add-on. Full list of summit contributors: Chris DeMuth, Bret Jensen, Rida Morwa, Brad Thomas, Eric Parnell, Ian Bezek, Richard Lejeune, Richard Berger, Aurelien Windenberger, Doug Eberhardt, Dividend Sensei, Ralph Baker, Lawrence Fuller, Double Dividend Stocks, Mark Bern, Mark Hibben, Dividend House, J Mintzmyer, William Koldus, Damon Verial, Avi Gilburt, Shailesh Kumar, Chuck Carnevale, Adam Aloisi, and Colorado Wealth Management Join Bret at the DIY Investor Summit (free for a limited time) where he shares detailed tips on his core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017. Companies mentioned in Bret's interview: Amicus Therapeutics (FOLD), Ocular Therapeutix (OCUL), Adamas Pharmaceuticals (ADMS), ACADIA Pharmaceuticals (ACAD), Synergy Pharmaceuticals (SGYP), Exelixis (EXEL), Cara Therapeutics (CARA), Aerie Pharmaceuticals (AERI), Health Insurance Innovations (HIIQ), Biotechnology (IBB), and S&P 500 (SPY) Additional Disclosure: This article is for information purposes only. There are risks involved with investing including loss of principal. Brian and Investor in the Family make no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made. There is no guarantee that the goals of the strategies discussed by Brian and Investor in the Family will be met.
The writer of four different newsletters, Bret Jensen is alongtime investor, former Hedge Fund Manager and writer for SeekingAlpha.comand other sites. Listen to how he evaluates and selects stocks, on a“Bottoms-up” basis, for Small Cap, Blue Chip, Turnaround and Biotechgems. Bret writes for Investors Alley. Listen to his take on how heevaluates and makes stock selections.